+123.9%
SBUX vs MO
+114.7%
+9.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -8.5% | +7.1% | -15.6% | -10.6% |
| 3M | -2.9% | -2.0% | -0.9% | -2.8% |
| 6M | -1.5% | +7.3% | -8.8% | -4.8% |
| YTD | +19.4% | +23.5% | -4.1% | +9.3% |
| 1Y | +22.9% | +11.0% | +11.9% | +16.7% |
| 3Y | +11.3% | +95.0% | -83.7% | -16.6% |
| 5Y | -6.9% | +100.6% | -107.5% | -32.1% |
| All | +123.9% | +114.7% | +9.2% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling